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ProShares Ultra S&P500
SSO

Overview Fund Activity

209 hedge funds and large institutions have $515M invested in ProShares Ultra S&P500 in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-26
Holders Change %
-11.06%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
27
Increased
55
Reduced
68
Closed
47
Calls
$83.2M
Puts
$53.6M
Net Calls
+$29.7M
Net Calls Change
-$13.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$41.5M
2
MFGM
Marshall Financial Group (Maryland)
Maryland
+$13.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.9M
4
NIA
NBZ Investment Advisors
Tennessee
+$11.6M
5
HCA
Harbor Capital Advisors
Illinois
+$7.85M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$172M
2
CI
CacheTech Inc
Utah
-$49.9M
3
AWM
Adams Wealth Management
Utah
-$49.5M
4
AssetMark Inc
AssetMark Inc
California
-$37.6M
5
CFIM
Client First Investment Management
Wisconsin
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.82M -$1.3M -15,655 -42%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.73M +$299K +3,613 +21%
Mariner
53
Mariner
Kansas
$1.64M +$382K +4,612 +30%
CIAS
54
Capital Investment Advisory Services
North Carolina
$1.58M +$774K +9,356 +96%
SFG
55
Sovereign Financial Group
Connecticut
$1.49M -$17.2K -208 -1%
PCA
56
PMV Capital Advisers
Texas
$1.47M -$153K -1,852 -9%
TC
57
TownSquare Capital
Utah
$1.41M -$90.6K -1,095 -6%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$1.34M +$428K +5,172 +47%
MWM
59
Meridian Wealth Management
Kentucky
$1.34M -$227K -2,739 -15%
PWM
60
Prosperity Wealth Management
California
$1.3M -$2.63M -31,796 -67%
ZI
61
ZEGA Investments
Florida
$1.3M +$1.3M +15,718 New
GM
62
GeoWealth Management
Illinois
$1.26M +$4.88K +59 +0.4%
NA
63
NewEdge Advisors
Louisiana
$1.19M +$794K +9,590 +200%
SHF
64
Safe Harbor Fiduciary
Florida
$1.17M -$86K -1,039 -7%
DWS
65
Discipline Wealth Solutions
South Carolina
$1.17M -$587K -7,092 -33%
AWA
66
AmeriServ Wealth Advisors
Pennsylvania
$1.12M -$32.4K -391 -3%
SWP
67
Stratos Wealth Partners
Ohio
$1.11M +$66.3K +801 +6%
LPL Financial
68
LPL Financial
California
$1.07M +$334K +4,036 +46%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.05M +$296K +3,579 +39%
WF
70
WoodTrust Financial
Wisconsin
$1.02M -$344K -4,159 -25%
RFA
71
Rollins Financial Advisors
New York
$1.01M +$14.7K +178 +1%
SI
72
Sprott Inc
Ontario, Canada
$1.01M – – –
DCM
73
Donaldson Capital Management
Indiana
$993K – – –
BBHC
74
Brown Brothers Harriman & Co
New York
$981K -$49.7K -600 -5%
FFA
75
Farther Finance Advisors
California
$958K +$215K +2,581 +29%
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